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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,240 | $88,815-95.2% | $81,882-94.8% | $145,897-97.1% |
| Participation rate | 73.3% | 75.1%-1.7pp | 72.4%+0.9pp | 80.3%-7.0pp |
| Annual return | 12.15% | 1033.75%-1021.6pp | 779.47%-767.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $575 | $4,647-87.6% | $4,323-86.7% | $6,689-91.4% |
| Admin fee / account holder | $173 | $8,434-97.9% | $7,360-97.6% | $13,390-98.7% |